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Growth Blue Fund vs INZ Fund: Portugal Golden Visa Fund Comparison

Compare Investment Fees, Minimum Investment, and Performance Metrics

Detailed side-by-side analysis of Growth Blue Fund (managed by Growth Partners Capital, S.A.) and INZ Fund (managed by STAG Fund Management) Portugal Golden Visa investment funds.

CriteriaGrowth Blue FundINZ Fund
Verification StatusNot verifiedNot verified
Fund TypePrivate EquityPrivate Equity
Fund ManagerGrowth Partners Capital, S.A.STAG Fund Management
Minimum Investment
€100,000
Best
€150,000
Target Return0% p.a.
8% p.a.
Best
Established20242024
Performance Fee Hurdle0%6%
Fund Size50000000M EUR50000000M EUR
Management Fee2%
1.6%
Best
Performance Fee20%
15%
Best
Subscription FeeN/A
1%
Best
Geographic Allocation
Portugal: 85%
Other: 15%
Portugal: 70%
Spain: 30%
Redemption FrequencyN/AEnd of Term
Notice PeriodN/ANone
Minimum Holding PeriodN/ANone
Term10 years8 years
Tags
Data Last Verified
Very Fresh
Very Fresh

Frequently Asked Questions: Growth Blue Fund vs INZ Fund

What are the key differences between Growth Blue Fund and INZ Fund?

The main differences include investment focus (Private Equity vs Private Equity), minimum investment amounts (€100,000 vs €150,000), management fees (2% vs 1.6%), and fund managers (Growth Partners Capital, S.A. vs STAG Fund Management). Each fund has different risk profiles and return targets suited to different investor preferences.

Which fund has lower fees: Growth Blue Fund or INZ Fund?

INZ Fund has the lower management fee at 1.6% compared to 2%. However, consider the total cost including performance fees: Growth Blue Fund charges 20% performance fee while INZ Fund charges 15%. The overall value depends on your investment goals and expected returns.

What is the minimum investment required for each fund?

Growth Blue Fund requires a minimum investment of €100,000, while INZ Fund requires €150,000. Both funds meet the Portugal Golden Visa minimum requirement of €500,000. Choose based on your available capital and diversification strategy.

Are both funds eligible for Portugal Golden Visa?

Yes, both Growth Blue Fund and INZ Fund are eligible for the Portugal Golden Visa program as they meet the minimum €500,000 investment requirement and are properly regulated investment funds. Investing in either fund can help you qualify for Portuguese residency through the Golden Visa route.

Since both funds are in Private Equity, how do I choose between them?

Both funds focus on private equity, so compare their track records, management teams, fee structures, and specific investment strategies. Consider Growth Blue Fund's approach managed by Growth Partners Capital, S.A. versus INZ Fund's strategy under STAG Fund Management. Review their historical performance, redemption terms, and alignment with your investment timeline.

How often can I redeem from these funds?

Redemption terms vary between funds. Growth Blue Fund offers standard redemptions, while INZ Fund provides End of Term redemption opportunities. Check the specific notice periods and any redemption fees that may apply. Consider your liquidity needs when choosing between these options.

How is the data in this comparison verified?

All fund data is regularly verified against official sources including fund prospectuses, regulatory filings, and direct communication with fund managers. Data freshness indicators show when each fund's information was last updated. We recommend reviewing the latest fund documents and speaking with the fund managers before making investment decisions.